OUR MISSION

The American Society of Fiduciary Education is committed to giving Americans the critical financial information they need by providing financial and retirement education courses taught by fiduciaries. Our presenters are all Series 65-licensed fiduciaries and experienced financial professionals with a legal responsibility to always do what is best for you. They’re also dedicated to enriching the lives of the people they teach. Our goal is to be the go-to resource for those seeking well-rounded, unbiased financial information.

OUR OATH

OUR ORGANIZATION IS PROUD TO COMMIT TO THE FOLLOWING FIVE FIDUCIARY PRINCIPLES:

We will always put our clients’ best interests first.

We will always act with prudence, skill, care, diligence and good professional judgment.

We will not mislead clients, and we will provide conspicuous, full and fair disclosure of all important facts.

We will always avoid conflicts of interest.

We will always fully disclose and fairly manage any unavoidable conflicts in our clients’ favor.

BUILDING TRUST THROUGH EDUCATION

COURSES HAVE BEEN TAUGHT AT

Argosy University – Sarasota, FL

Brown Mackie – Canton, OH

California State – Chico, CA

Chattahoochee Technical College – Paulding Campus – Dallas, GA

Chattahoochee Technical College – North Metro Campus – Acworth, GA

College of Central Florida – Ocala Campus – Ocala, FL

College of DuPage – Glen Ellyn, IL

College of St. Elizabeth – Morristown, NJ

Colleyville Center – Colleyville, TX

Collin College – Preston Ridge Campus – Frisco, TX

Daytona State – Flagler/Palm Coast Campus – Palm Coast, FL

Eckerd College – St. Petersburg Campus – St. Petersburg, FL

Florida Atlantic – Jupiter, FL

Florida Atlantic – Ft. Pierce, FL

Florida Golf Coast – Punta Gorda, FL

Florida Institute of Technology – Melbourne, FL

Franklin Pierce University – Manchester, NH

Front Range Community College – Westminster, CO

Georgia State – Alpharetta, GA

Goshen College – Goshen, IN

Griffin Towers Continuing Education Center – Santa Ana, CA

Grossmont College – El Cajon, CA

Guilford College – Greensboro, NC

Hillsborough Community College – Dale Mabry Campus – Tampa, FL

Husson University – Bangor, ME

Ivy Tech Community College – Goshen, IN

Jefferson Community College, Arnold, MO

Lake Tech Community College, Eustis, FL

Logan University – Chesterfield, MO

Missouri Baptist – St. Louis, MO

Nashua Community College, Nahsua, NH

National Louis University – Skokie, IL

Nova Southeastern University – Orlando Campus – Orlando, FL

Paradise Valley Community College – Phoenix, AZ

Park Center – Glen View, IL

Red Rock Community College, Arvada, CO

Red Rock Community College, Lakewood, CO

Regis University – Denver, CO

Rio Salado Community College – Tempe, AZ

Rochester Community and Technical College – Rochester, MN

Rosemont College – Rosemont, PA

Scottsdale Community College – Scottsdale, AZ

Simpson University – Redding, CA

Sinclair Community College – Dayton, OH

Southern Methodist University – Dallas, TX

Southern New Hampshire University – Nashua, NH

Southwest College of Naturopathic Medicine, Tempe, AZ

St. Mary’s College – Notre Dame, IN

St. Petersburg College – St. Petersburg, FL

Stetson University at Celebration – Celebration, FL

University of New Mexico – Albuquerque, NM

University of Denver – Denver, CO

University of Tennessee – Chattanooga – Chattanooga, TN

University of California Irvine – Irvine, CA

University of Houston – Clear Lake – Houston, TX

University of Louisville – Shelby Campus – Louisville, KY

University of New Mexico West – Rio Rancho, NM

University of North Carolina – Greensboro – Greensboro, NC

University of North Carolina – Chapel Hill – Chapel Hill, NC

University of North Florida – Jacksonville, FL

University of Phoenix – Tempe, AZ

University of Phoenix – Dallas, TX

Ventura Community College – Ventura Campus – Ventura, CA

Walsh College – Troy Campus – Troy, MI

Wayne State University Oakland Center – Farmington Hills, MI

About Us

We believe that with the right financial education, people can make the right choices necessary to obtain the financial life that’s best for them. A rewarding, secure retirement is obtainable by anyone who desires to achieve it.